See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,651 | $97,757-51.3% | $83,848-43.2% | $135,375-64.8% |
| Participation rate | 19.0% | 80.0%-60.9pp | 76.1%-57.1pp | 82.6%-63.6pp |
| Annual return | -1.04% | 1287.37%-1288.4pp | 850.88%-851.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,236 | $4,222-70.7% | $3,631-66.0% | $4,779-74.1% |
| Participant deferral / active EE | $1,893 | $4,682-59.6% | $4,082-53.6% | $5,609-66.3% |
| Admin fee / account holder | $769 | $6,674-88.5% | $5,478-86.0% | $10,827-92.9% |